If true then looks like we'll ship 45100 tonnes this Q (~7% > than last Q).
Not a bad strategy when u think about it. Analysts tend to look for consistency in growth (they dislike surprises) so this will keep them happy whilst building an inventory war chest which should make for an impressive 2018, presuming increased pricing agreements are negotiated.
I am quite impressed with this management team! It takes a lot of maturity to manage the sales stream in this way.
DYOR
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